Forest Hills, NY 36 71st Ave. Office

Jonathan Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been involved with Simpson Family Holdings LLLP for 19 years. He is also associated with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Victor Tejada is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory capabilities with brokerage, distribution, and investment management functions.

Diana Krawiec is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. and various positions within J.P. Morgan entities since 2012. Outside of her advisory work, she is involved in managing a social media account for her dog that generates revenue through its follower base. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Samuel Goldberg is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and several other companies across different sectors. He has also been involved with The Sb Stockroom for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.